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		<nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>01609W102</cusip>
		<value>21223774</value>
		<shrsOrPrnAmt>
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			<Sole>187142</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ALPHABET INC</nameOfIssuer>
		<titleOfClass>CAP STK CL A</titleOfClass>
		<cusip>02079K305</cusip>
		<value>120418540</value>
		<shrsOrPrnAmt>
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			<Sole>683327</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>AMAZON COM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>97724423</value>
		<shrsOrPrnAmt>
			<sshPrnamt>445437</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>445437</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AUTOZONE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>053332102</cusip>
		<value>1451482</value>
		<shrsOrPrnAmt>
			<sshPrnamt>391</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>391</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
		<titleOfClass>CL B NEW</titleOfClass>
		<cusip>084670702</cusip>
		<value>55495336</value>
		<shrsOrPrnAmt>
			<sshPrnamt>114242</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>114242</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>BOOKING HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09857L108</cusip>
		<value>1308368</value>
		<shrsOrPrnAmt>
			<sshPrnamt>226</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>226</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>14040H105</cusip>
		<value>78892046</value>
		<shrsOrPrnAmt>
			<sshPrnamt>370803</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>370803</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>CONTROLADORA VUELA COMP DE A</nameOfIssuer>
		<titleOfClass>SPON ADR RP 10</titleOfClass>
		<cusip>21240E105</cusip>
		<value>7101545</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1495062</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1495062</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DANAHER CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>235851102</cusip>
		<value>714107</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3615</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3615</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>DXC TECHNOLOGY CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23355L106</cusip>
		<value>31278</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2045</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2045</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ELI LILLY &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>532457108</cusip>
		<value>70470292</value>
		<shrsOrPrnAmt>
			<sshPrnamt>90401</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>90401</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>EOG RES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26875P101</cusip>
		<value>2406673</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20121</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20121</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37045V100</cusip>
		<value>2370003</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48161</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48161</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HEWLETT PACKARD ENTERPRISE C</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42824C109</cusip>
		<value>486513</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23802</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23802</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>437076102</cusip>
		<value>1534022</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4184</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4184</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40434L105</cusip>
		<value>581959</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23802</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23802</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>HUMANA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>444859102</cusip>
		<value>52057615</value>
		<shrsOrPrnAmt>
			<sshPrnamt>212932</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>212932</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>INTEL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>458140100</cusip>
		<value>2185855</value>
		<shrsOrPrnAmt>
			<sshPrnamt>97670</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>97670</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>478160104</cusip>
		<value>34752611</value>
		<shrsOrPrnAmt>
			<sshPrnamt>227513</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>227513</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>LABCORP HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>504922105</cusip>
		<value>854470</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3255</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3255</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>512807306</cusip>
		<value>84049488</value>
		<shrsOrPrnAmt>
			<sshPrnamt>863463</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>863463</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>M &amp; T BK CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55261F104</cusip>
		<value>3264464</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16828</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16828</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>57636Q104</cusip>
		<value>3553147</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6323</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6323</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>30303M102</cusip>
		<value>116477245</value>
		<shrsOrPrnAmt>
			<sshPrnamt>157809</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>157809</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>595112103</cusip>
		<value>6060456</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>617446448</cusip>
		<value>65828667</value>
		<shrsOrPrnAmt>
			<sshPrnamt>467334</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>467334</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NETFLIX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>64110L106</cusip>
		<value>85619955</value>
		<shrsOrPrnAmt>
			<sshPrnamt>63937</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>63937</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>NOVO-NORDISK A S</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>670100205</cusip>
		<value>2519023</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36497</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36497</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67066G104</cusip>
		<value>70798005</value>
		<shrsOrPrnAmt>
			<sshPrnamt>448117</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>448117</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PERIMETER SOLUTIONS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>71385M107</cusip>
		<value>1428749</value>
		<shrsOrPrnAmt>
			<sshPrnamt>102640</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>102640</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>QUEST DIAGNOSTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74834L100</cusip>
		<value>1558111</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8674</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8674</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>RTX CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75513E101</cusip>
		<value>1796630</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12304</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12304</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>RYANAIR HOLDINGS PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>783513203</cusip>
		<value>39973903</value>
		<shrsOrPrnAmt>
			<sshPrnamt>693149</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>693149</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SCHWAB CHARLES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>808513105</cusip>
		<value>40786743</value>
		<shrsOrPrnAmt>
			<sshPrnamt>447027</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>447027</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>SONIC AUTOMOTIVE INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>83545G102</cusip>
		<value>3138052</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39260</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>39260</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90353T100</cusip>
		<value>45963405</value>
		<shrsOrPrnAmt>
			<sshPrnamt>492641</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>492641</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>US BANCORP DEL</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>902973304</cusip>
		<value>1951044</value>
		<shrsOrPrnAmt>
			<sshPrnamt>43117</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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